Schedule a Webex meeting

1

Sign in to your Webex site, then select Schedule a Meeting.

2

(Optional) If you have any saved meeting templates, you can select one from the Meeting templates.

3

Add the basics by providing the following information:

  • Meeting type

    —Meeting types are default or customized sets of meeting features available for your site. Your account can have one or more meeting types associated with it.

  • Meeting topic

    —Choose a topic that people can recognize and get excited about.

  • Date and time

    —Indicate when the meeting takes place. If you’re inviting people from different time zones, click the

    Time zone planner

    so you can find a time that works best for everyone.

    You can also set the meeting to repeat daily, weekly, monthly, and so on, by checking the Recurrence check box.

  • Invitees

    —Enter the email addresses of the people you want to invite to your meeting. If they have an account on this site, you can select next to their name if you want them to be a cohost.

  • Meeting agenda

    —Add any context or details that you want your attendees to have about the upcoming meeting.

4

If your site administrator has enabled tracking codes, click Edit tracking code to enter the required information.

5

In the Security section, add the following information:

  • Meeting password

    —Use the provided password or enter your own. Attendees must enter this password to join your meeting.

  • Exclude password

    —If you don’t want the meeting password in the email invitation, check this check box.

  • Auto admit

    — Select an option for people who you didn’t include in the meeting invitation:

    • They can join the meeting
    • They wait in the lobby until the host lets them in
    • They can’t join the meeting


     

    The options that appear depend on the security settings set for your Webex site by your site administrator.

    Invited users who sign in to their Webex account join the meeting without entering a password or waiting in the lobby.

  • Auto lock

    —To lock your meeting after it starts, check this check box and choose how many minutes pass before the meeting locks.

  • Join before host

    —Allow panelists and attendees to join your meeting and panelists to connect their audio before the meeting starts.

6

In the Audio connection options section, add the following information:

  • Audio connection type

    • Webex Audio—Choose to support call-in, call-back, and computer audio options. You can then also include toll-free and global call-in numbers and set entry and exit tones to hear when someone joins or leaves the webinar.
       

      When using Webex Audio with the Announce Name feature, panelists who select the

      Use computer for audio

      option can’t record and announce their names

    • Use VoIP only—Limits all panelists to using computer audio.
    • Other teleconference service—Allows you to enter third-party teleconference information.
    • None—No audio.
  • Mute panelist

    • Allow the host and cohosts to unmute participants (Moderated unmute mode)—Hosts and cohosts can unmute participants and SIP-based video devices without sending an unmute request.
    • Allow attendees to unmute themselves in the meeting—If you choose to mute attendees when they join, select this option so they can unmute themselves.
       

      Don’t select this option if you want only the host or cohost to be able to unmute attendees.

    • Always mute attendees when they join the meeting—Automatically mutes attendees when they join the meeting. Allow attendees to raise their hands so that you can unmute them.

7

Click Advanced options for more options for cohosts, breakout sessions, registration, and more.

8

To save these settings as a template for future use, click Save as template.

9

To start your meeting right away, click Start; if you’re meeting later, click Schedule.

For scheduled meetings, you can add the meeting to your calendar by opening the meeting from Meetings > Add to my calendarAdd to my calendar. This option appears next to the name of the meeting:

An iCalender (.ics) file downloads. Select the .ics file and accept the meeting. To invite others to your meeting, send the .ics file as an email attachment.